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Japan for uncertain times: Eye on the World 04/11/20
04/11/2020
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US election race tight, promising continued uncertainty and likely divided government. Removes best-case scenario but we remain focused on outlook for post-election 2021 growth rotation.
HOT TOPICS highlights Japanese equity safer haven, with cheap valuations, strong corporate balance sheets, and robust Yen. But PMI, GDP, earnings expectations all lagging, strong Yen earnings headwind, policy flexibility limited, and the market now not as out-of-favor as seen.
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